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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1489)10/6/1997 2:29:00 PM
From: Running Bull   of 2754
 
Don
The recent press announcement about the $10M order was for Polaris. Acceptance by new customers means that they have sold Polaris to only a few companies. When they get orders, they are huge, about $10M -$15M each. So if they ship $100M of Polaris in a year, they are sold to say 6-8 customers that represent 10-12 fabs. And these customers are probably the same year to year. So they need to add new customers to the list to crank up the volume.

RB
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